AZZ Inc.
$146.45+3.9%YTD+35.9%1Y+37.8%
Mentions · last 7 days
126
Price updated 13h ago·X counts updated 13h ago
What it does
Plain-English summary of the business — what they sell and how they make money.
Industry overviewAI analysisGenerated by AI from underlying data
Where Manufacturing - Metal Fabrication sits in its cycle right now — and what that implies for $AZZ.
Manufacturing - Metal Fabrication
No material change from last week — ATI's specialty titanium alloys and nickel superalloys for jet engines benefit from commercial aviation production ramp and military hypersonics procurement.
Top industry ETF
$XLIIndustrial Select Sector SPDR
+16.9%YTD
+20.7%1Y
Fundamentals & catalyst
Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.
Key ratios
P/E
22.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.ROIC
10.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.Op margin
16.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.FCF yield
3.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).P/S
2.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.ROE
14.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.Gross margin
24.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.D/E
0.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.Past earnings
QuarterReportedActualEstimateSurprise
Q2 2026Jul 8, 2026$1.85$1.83+1.1%
Q1 2026Apr 22, 2026$1.34$1.22+9.8%
Q4 2025Jan 7, 2026$1.52$1.43+6.3%
Q3 2025Oct 8, 2025$1.55$1.57-1.3%
Next earningsTue, Oct 13·consensus EPS $1.85
Quarterly trend
QuarterRevenueYoYGrossOpEPSFCF
Q1 FY27$448.5M+6.3%25.0%17.2%$1.74$18.4M
Q4 FY26$385.1M+9.4%22.7%14.8%$0.53$50.5M
Q3 FY26$425.7M+5.5%23.9%16.3%$1.37$61.2M
Q2 FY26$417.3M+2.0%24.3%16.4%$2.97$39.1M
Forward consensus
FYRevenueRangeEPSRangeAnalysts
FY27$1.8B$1.8B – $1.8B$6.89$6.85 – $6.938
FY28$1.8B$1.8B – $1.9B$7.68$7.39 – $7.914
FY29$1.9B$1.9B – $1.9B$8.27$8.19 – $8.352
FY30$2.0B$2.0B – $2.0B$7.87$7.79 – $7.951
FY31$2.1B$2.1B – $2.1B$8.20$8.12 – $8.281
Setup & momentum
Volume, range, and moving-average position — the technical setup driving short-term moves.
Right now
Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.3×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.77%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+0.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+17.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.
Float & profile
FloatLow float · 29.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.105-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.
Insider activity
Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.
SEC filings
Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.
Recent material filings
8-KShareholder voteJul 78-K — Item 5.07: Shareholder vote
AI summary
8-KPress release / Reg FDMay 288-K — Item 7.01: Press release / Reg FD
AI summary
8-KMaterial agreementMay 88-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
8-K/AOfficer or director change (amended)Mar 58-K/A — Item 5.02: Officer or director change
8-KOfficer or director changeMar 58-K — Item 5.02: Officer or director change
+ 19 other (4 13Gs · 2 earnings 8-Ks · 2 routine 8-Ks · 2 proxys) in window
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
In themes
Explore the broader themes this ticker is being talked about under.
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